2023 Form 5500 filing — Sunnen Employees' Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007111948NAL0015984929001) for Sunnen Employees' Retirement Plan, reported by Sunnen Products Company under EIN 43-0543500 and plan number 002. It reports 559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007111948NAL0015984929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunnen Products Company
- EIN
- 43-0543500
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 559
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,148,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,148,653
- Employer contributions
- $691,230
- Participant contributions
- $2,297,739
- Total income / additions
- $17,022,171
- Benefits paid
- $10,190,759
- Administrative expenses
- $137,724
- Total expenses
- $10,328,483
- Net increase / (decrease)
- $6,693,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moneta Group | CONSULTANT | $75,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $52,215 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $10,509 | not reported in the loaded dataset |